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KGopalakrishn
Participant

Configuring Contact Access for Different Teams in HubSpot

SOLVE

I have a team called 'Call Center,' and I've assigned permissions to every user as 'Contact and Their Teams,' so they can only view the contacts assigned to them and their team members. Now, I have another team, for example, 'Receptionists,' for which I want to allow visibility of all contacts except those assigned to Call Center owners. How can I achieve this?

1 Accepted solution
Gaurav_Aggarwal
Solution
Key Advisor | Partner
Key Advisor | Partner

Configuring Contact Access for Different Teams in HubSpot

SOLVE

Hey @KGopalakrishn 

 

This is an enterprise feature in HubSpot you can create permission sets that enables you to define preset permissions for your team: https://knowledge.hubspot.com/user-management/create-permission-sets 

 

To configure contact access for different teams in HubSpot, allowing the 'Receptionists' team visibility of all contacts except those assigned to 'Call Center' owners, follow these steps:https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide 

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

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1 Reply 1
Gaurav_Aggarwal
Solution
Key Advisor | Partner
Key Advisor | Partner

Configuring Contact Access for Different Teams in HubSpot

SOLVE

Hey @KGopalakrishn 

 

This is an enterprise feature in HubSpot you can create permission sets that enables you to define preset permissions for your team: https://knowledge.hubspot.com/user-management/create-permission-sets 

 

To configure contact access for different teams in HubSpot, allowing the 'Receptionists' team visibility of all contacts except those assigned to 'Call Center' owners, follow these steps:https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide 

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes